Organizations Overview

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager uses organizations to allows you to represent your business that can be

  • A company
  • A department or a branch within the company
  • A government organization
  • A product

An organization is a logical entity within Manager that owns forms and their assets, such as resources and libraries, so they can be grouped and managed as a whole. An organization can have many forms, but a form always belongs to one organization only. Each organization can use one or several form spaces to host its forms. In the diagram below, Manager represents a client bank structure with the established credit card application process.

Manager is designed to accommodate anything from a single organization with a single form to multiple organizations with many forms having multiple form versions.


We recommend creating a separate organization in Manager for its corresponding real life counterpart.

Organizations allow:

  • Developers within each organization to access, deploy, and manage forms for their own organization.
  • Administrators to manage one or more organizations.
  • Operators to perform a broad range of day-to-day operations for one or more organizations.

Organizations allows you to create and configure forms with standard:

Next, learn how to view organizations.